2023-08-31-accounts - Friends Of South Dartmoor Association

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FRIENDS OF SOUTH DARTMOOR ASSOCIATION Registered Charity No. 1183395

ACCOUNTS & ANNUAL RETURN FOR THE YEAR	ENDED 31st AU
Contents	Page
Highlights of the Year	2
Receipts and Payments Account	3
Statement of Assets & Liabilities	4
Additional commentary on expenditure & income	5
Trustees’ Annual Report	6

HIGHLIGHTS OF THE YEAR ENDED 31[st] AUGUST 2023

	2022-2023
Income
Amount raised through fund-raising,	£ 11,433.69
grant applications, donations, etc.
Expenditure
Young Carers	£ 445.82
Refreshments - school events	£ 28.95
Paper Cups - school events	£ 73.91
Ten Tors transfer of last year's funds	£ 2,500.00
Ice Pops - Summer sale	£ 237.60
S Hammond - Art Course	£ 250.00
SDCC Enrichment Donation	£ 5,300.00
Sparkle Donation	£ 1,000.00
Co-op Free School Meal Donation	£ 5,984.00
School class kitchen donations	£ 1,300.00
Car Boot Sale Expenses	£ 93.25
	Total: £ 17,213.53
Cash funds available at year end	£ 7,193.16
(includes cash funds remaining from last
year-end)

Post-pandemic support to students

This year saw an upturn in the charity’s fund-raising with some of the barriers caused by the pandemic gradually subsiding. We continued to emphasise the school and local community in our fund-raising at school events and in the running of three car boot sales which were very well received by those who attended.

The biggest expense this year was the donation of £5,300 raised in summer 2022 to support the curriculum enrichment school trips for years 7-9 which took place in July 2022.

Once again, Mary-Anne Course was amazingly effective in securing grant funding through the Co-op, Devon Safer Community Trust and the Norman Family Grant. This money together with funds from the car boot sales, raffles and other fund-raisers was used primarily to support young carers in the school community, to provide Christmas boxes to families experiencing hardship, to re-equip the Food Technology classrooms, and to top-up the daily meal allowance for pupil premium children in order to allow them to buy a snack at first break as well as a full, hot meal at lunchtime (which is not possible with the standard allowance).

Additional commentary on expenditure & income

Curriculum Enrichment Trip Support

The proceeds from the folk concert held in April 2022 and the Summer 2022 raffle, together with a proportion of the existing cash balance, totalling £5,300 was presented to school in the Autumn Term 2022. This money was allocated to support the curriculum enrichment trips in July 2022.

Ten Tors Fund-raising Trek

Funds raised by the charity Ten Tors Trek of Spring 2022 were donated to the school to enable the purchase of new equipment for use in the 2023 challenge.

Staff Resources Requests

This year these comprised supporting the purchase of new equipment for the Food Technology classrooms, and funding to enable Mrs Hammond to attend a training course to help with her well-being work with students. This was funded from a donation made by a parent who had specifically requested the funds to be used for the benefit of students’ mental health and wellbeing.

Ashburton Food Festival Park & Ride Service

We again provided the Park & Ride Service for the annual Ashburton Food Festival in September 2022, this raised £274.00.

Support for young carers, families suffering from hardship and pupil premium students

The other major areas of expenditure were in supporting young carers through a variety of social activities, providing resources to help stock the Christmas Sparkle appeal boxes for families facing hardship, and using the Co-op funds (and other FOSDA funds which could be spared) to top up the daily school dinner allowance for pupil premium children enabling them to have a snack as well as a hot, main meal each day.


	Friends of South Dartmoor Association, FOSDA			No (ifany)	CC16a
	Charity Registration: 1183395
	Receipts andpayments accounts
	For the period from	1st Sept 2022	To	31st August 2023


Section A Receipts and payments
	Unrestricted funds	Restricted funds	Endowment funds	Total funds	Last year
	to the nearest £	to the nearest £	to the nearest £	to the nearest £	to the nearest £
A1 Receipts
Park&Ride Sept2022	274		-	274	-
Easyfundraising	294		-	294	-
AmazonSmile	11.38		-	11	-
Co-op grant	5298.8			5298.8
Carboot sales	1289.5			1289.5
Raffle atBodyLanguageDance Show	659.09			659.09
IcePop sales	371.55			371.55
Christmas &Easter Raffle ticket sales	910.79			910.79
Refreshments SummerConcert	24.58			24.58
DevonSaferCommunityTrust Grant	1000		-	1,000	-
Norman Family Grant June2023	1300	-	-	1,300	-
	-	-	-	-	-
	-	-	-	-	-
*Sub total*(Gross income for AR)	11,434	-	-	11,434	-

A2 Asset and investment sales, (see table).
	-	-	-	-
	-	-	-	-	-
*Sub total*	-	-	-	-	-

*Total receipts*	11,434	-	-	11,434	-

A3 Payments
Young carers	445.82 £	-	-	446	-
Refreshment-schoolevents	102.86 £	-	-	103	-
Ten Tors transferof last year'sfunds	2,500.00 £	-	-	2,500	-
S. HammondMental Health Training	250.00 £	-	-	250	-
SDCCEnrichmentTrips	5,300.00 £	-	-	5,300	-
Sparkle appeal	1,000.00 £		-	1,000	-
Co-opFree School Meal Top-up	5,984.00 £		-	5,984	-
Schoolclasskitchenequipment	1,300.00 £		-	1,300	-
Ice-pops summersale	237.60 £			238
Car boot expenses - refreshments	93	-	-	93	-
**Sub total **	17,214	-	-	17,214	-

A4 Asset and investment purchases, (see table)
	-	-	-	-
	-	-	-	-
**Sub total **	-	-	-	-	-

*Totalpayments*	17,214	-	-	17,214	-

*Net of receipts/(payments)*	- 5,780	-	-	- 5,780	-
A5 Transfers between funds	-	-	-	-	-
A6 Cash funds lastyear end	12,973	-	-	12,973	-
*Cash funds thisyear end*	7,193	-	-	7,193	-

Section B Statement of assets and liabilities at the end of the period

Categories	Details	Unrestricted funds	Restricted funds	Endowment funds
		to nearest £	to nearest £	to nearest £
B1 Cash funds	FOSDA Account Balance	7,193	-	-
		-	-	-
		-	-	-
	*Total cash funds*	7,193	-	-
	~~(agree balances with receipts and~~ payments account(s))	OK	OK	OK
		Unrestricted funds	Restricted funds	Endowment funds
	Details	to nearest £	to nearest £	to nearest £
B2 Other monetary assets	None	-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
				Current value (optional)
	Details	Fund to which asset belongs	Cost (optional)
B3 Investment assets	None		-	-
			-	-
			-	-
			-	-
			-	-

	Details	Fund to which asset belongs	Cost (optional)	Current value (optional)
B4 Assets retained for the charity’s own use	None		-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
			-	-
				When due (optional)
	Details	Fund to which liability relates	Amount due (optional)
B5 Liabilities	None		-
			-
			-
			-
			-

Signed by one or two trustees on behalf of all the trustees	Signature	Print Name		Date of approval
		Susanne Smith (Secretary)		30th January2024
	Louise Ogley	Louise Ogley (Treasurer)		30th January2024

Trustees’ Annual Report for the period

From: 1[st] September 2022 Period start date To: 31[st] August 2023 Period end date

Charity name: Friends of South Dartmoor Association (FOSDA)

Charity registration number: 1183395

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance the education of pupils in of South Dartmoor Community College in particular by: 1) Developing effective relationships between the staff, parents and others associated with the College 2) Engaging in activities or providing facilities or equipment which support the College and advance the education of the pupils.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The main activities have been fund-raising, providing volunteers for events taking place at schools (e.g. serving refreshments) and community-focussed events.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Association’s aims and objectives and in planning future activities. FOSDA is a group of parents and staff volunteers. This group raises money for the school to enhance the school experience for all students. FOSDA holds regular committee meeting where staff, parents and others associated with the school are always welcome to participate.

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	FOSDA was initiated in December 2018. The organisation received its approval as a Charity from the Charities’ Commission on 14thMay 2019. During the period of this annual return £11,433.69 was raised from grant applications, fund-raising activities and donations. At all times we have sought to enhance the school experience for all of SDCC’s students; to provide a positive environment for learning; and to portray SDCC as a valued part of the Ashburton (and wider catchment area’s) community.

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Total receipts for this year were £11,433.69; payments net of receipts: -£5,779.88; cash carried forward from last year: £12,973; gave a final cash balance for this accounting period of: £7,193.16.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Association may in future set aside funds for special purposes or as reserves against future expenditure.
Amount of reserves held	Para 1.22	Nil
Reasons for holding zero reserves	Para 1.22	There is no need to hold reserves currently as no material expenses are expected without prior agreement of the committee.
Details of fund materially in deficit	Para 1.24	Not applicable.
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Not applicable.

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	The present constitution of Friends of South Dartmoor Association was approved by the Charity Commission on 14thMay 2019.
How is the charity constituted?	Para 1.25	The charity is constituted as a Charitable Incorporated Organisation.

(e.g unincorporated association, CIO)
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	The Committee shall comprise of a Chair, Vice-Chair, Treasurer, Secretary, Vice- Secretary, three members of the teaching staff employed at the School, and any parents who wish to attend committee meetings. The Committee shall be elected at the AGM and shall hold office until the next AGM. Nominations for election to the Committee may be made by one member and seconded by another.

Reference and Administrative details

Charity name	Friends of South Dartmoor Association (FOSDA)
Other name the charity uses	None
Registered charity number	1183395
Charity’s principal address	South Dartmoor Community College, Balland Lane, Ashburton Devon TQ13 7EW

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Susanne Smith	Secretary	14thMay2019 – ongoing
Louise Ogley	Treasurer	14thMay2019 – ongoing
Mary-Anne Course	Vice-Secretary	20thOctober 2020 - ongoing

– Corporate trustees names of the directors at the date the report was approved

Director name Not applicable

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
Not applicable

Funds held as custodian trustees on behalf of others

Description of the assets Not applicable held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable safe custody and segregation of such assets from the charity’s own assets

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Not applicable

Other optional information

None

Declarations

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees:	The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees:	The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees:
Signatures		Louise Ogley
Full name	Susanne Smith	Louise Ogley
Position(e.g.Secretary, Chair, etc.)	Secretary	Treasurer
Date	30thJanuary2024	30thJanuary2024